Qualifying: How to Make Sure Clients Are a Fit

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As much as we would like you to sign up all your clients with Telpay, it is also important to make sure that Telpay is a fit. That is why qualifying right off the hop is very important. Just like qualifying in sales, it’s all about asking the right questions to make sure the needs of that business can be met by the Telpay solution.

For our valued partners, we will be featuring a series on how to qualify your clients to see if Telpay is a fit. It will start with an explanation of how to properly complete the application. Next we will cover everything from Telpay’s system requirements and funding options to timelines and session limits. Finally we will look at how most clients start with Telpay for one specific function like payroll direct deposit, and how they can grow to use other services in the software to gain additional value.

The goal of this series is to learn how to qualify your client right at the start. By asking the proper questions, explaining the system requirements or going over funding options, these qualifying steps will ensure that your client is a fit for Telpay. More importantly, a satisfied client will be open to using Telpay for even more of their accounting needs which means more business for our partners!

Next issue, we cover how to properly complete the application.